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Portfolio Business Services Limited

02374933

active
ltd
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

C/O Ashfield Accountancy, First Floor 33 Chertsey Rd, Woking, GU21 5AJ
Incorporated 24/04/1989

Previously known as

Owers Associates Limited · until 14/07/2004
Acumen Organizations Limited · until 04/08/1989
Plusrad Limited · until 04/07/1989

Compliance

Last accounts

30/06/2026

micro entity

Next accounts due

31/03/2028

On track

Confirmation statement

Last: 24/04/2026

Due 08/05/2027

On track

Industry

70229
Management consultancy activities

Officers

Mrs Valerie Ward

director · Since 30/06/2004

OFFICE MANAGER

BRITISH · UNITED KINGDOM · Age 71

Also on 2 other boards

Mrs Leanne Brett

director · Since 01/03/2014

DIRECTOR

BRITISH · ENGLAND · Age 46

Also on 4 other boards

Mr James Maurice Brett

director · Since 28/08/2018

DIRECTOR

BRITISH · ENGLAND · Age 49

Also on 4 other boards

Valerie Ward

director · Since 30/06/2004

British · United Kingdom · Age 71

Leanne Brett

director · Since 01/03/2014

British · England · Age 46

James Maurice Brett

director · Since 28/08/2018

British · England · Age 49

Former

Jean Pamela Owers

secretary · Resigned 31/03/2016

Anthony Charles Owers

director · Resigned 31/03/2016

Jean Pamela Owers

director · Resigned 31/03/2016

Persons with Significant Control

Mrs Valerie Ward

Appoint directors

British · United Kingdom · Age 71

C/O Ashfield Accountancy, First Floor 33 Chertsey Rd, Woking, GU21 5AJ

Notified 06/04/2016

Mrs Leanne Brett

75–100% shares
75–100% votes
Appoint directors

British · England · Age 46

C/O Ashfield Accountancy, First Floor 33 Chertsey Rd, Woking, GU21 5AJ

Notified 06/04/2016

Mr James Maurice Brett

Appoint directors

British · England · Age 49

C/O Ashfield Accountancy, First Floor 33 Chertsey Rd, Woking, GU21 5AJ

Notified 28/08/2018

Former PSCs

Portfolio Business Holdings Ltd

Ceased 25/01/2021

Charges0 outstanding

charge
satisfied

HSBC BANK PLC

Created 30/10/1999Registered 19/11/1999Satisfied 11/07/2024

Change History

status → active
2026-08-23

Active

type → ltd
2026-08-23

Private Limited Company

address line1 → C/O Ashfield Accountancy
2026-08-23

C/O ASHFIELD ACCOUNTANCY

post town → Woking
2026-08-23

WOKING

officer appointed → BRETT, James Maurice
2026-08-23
officer appointed → BRETT, Leanne
2026-08-23
officer appointed → WARD, Valerie
2026-08-23

CompanyRankvs 20633+ SIC 70229 peers
73

Financial strength67th percentile among SIC peers · 17/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.16× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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20633Portfolio Business Services Limited
73
How is this score calculated?
Financial strength17/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees14/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity12/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 30/06/2026

Net Worth

£14k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£11k

Working capital

Current Assets

£76k

Current Liabilities

£65k

Fixed Assets

£4k

4avg. employees

Balance Sheet

Assets less current liabilities£15k
Signed by Mrs Leanne Brett 28 August 2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20261.16+£1k
20251.09-£25k
20242.10-£21k
20232.26—

Derived from filed accounts. Not audited figures.